DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
A••••••• C•••••• G•••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 28, 2018 · 14 filings
SEC status approved since Jul 30, 2018
RAUM
$1.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
18
12 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
19
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$1.6B as of Mar 31, 2026
Mar 28, 2019$377M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 28, 2019$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20190 then
Employees (5.A)18 as of Mar 31, 2026
Mar 28, 20199 then
Private funds19 as of Mar 31, 2026
Mar 28, 201914 then
RAUM +26% over the last fiscal year+1.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $89.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.6B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 18reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
28 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••••• C•••••• I•• L• | Private Equity Fund | $365M | 71 | Mar 31, 2021 |
| A••••••• V••••••• I•• L• | Private Equity Fund | $289M | 99 | Mar 28, 2017 |
| A••••••• V••••••• I••• L• | Private Equity Fund | $286M | 39 | Mar 28, 2019 |
| A••••••• C•••••• V• L• | Private Equity Fund | $195M | 21 | Mar 31, 2023 |
| A••••••• V••••••• I• L• | Private Equity Fund | $60.3M | 29 | Apr 22, 2015 |
| A••••••• C•••••• I• O••••••••• F••• 1• L• | Private Equity Fund | $12.0M | 2 | Mar 29, 2024 |
| A••••••• V••••••• I•• O••••••••• F••• 2• L• | Private Equity Fund | $9.7M | 12 | Mar 31, 2021 |
| A••••••• R• C• H•••••••• L• | Private Equity Fund | $8.6M | 15 | Apr 22, 2015 |
| A••••••• V••••••• I•• O••••••••• F••• 1• L• | Private Equity Fund | $5.8M | 6 | Mar 30, 2020 |
| A••••••• V••••••• I•• O••••••••• F••• 6• L• | Private Equity Fund | $5.0M | 15 | Mar 31, 2021 |
| A••••••• R• H•••••••• L• | Private Equity Fund | $1.9M | 16 | Nov 20, 2014 |
| A••••••• H••••••• I• L•no longer reported | Private Equity Fund | $1.9M | 2 | Nov 20, 2014 |
| A••••••• H••••••• I•• L•no longer reported | Private Equity Fund | $1.4M | 3 | Nov 20, 2014 |
| A••••••• V••••••• I•• O••••••••• F••• 4• L• | Private Equity Fund | $1.1M | 2 | Mar 31, 2021 |
| A••••••• R••• H•••••••• L• | Private Equity Fund | $764,282 | 15 | Nov 20, 2014 |
| A••••••• V••••••• I•• O••••••••• F••• 3• L• | Private Equity Fund | $713,490 | 1 | Mar 31, 2021 |
| A••••••• R••• H•••••••• L• | Private Equity Fund | $595,860 | 15 | Nov 20, 2014 |
| A••••••• C••••••••• L••no longer reported | Private Equity Fund | $250,000 | 1 | Mar 28, 2017 |
| A••••••• I••••••••• I•• L••no longer reported | Private Equity Fund | $100,000 | 1 | Mar 28, 2016 |
| A••••••• V••••••• I•• O••••••••• F••• 5• L•no longer reported | Private Equity Fund | $70,639 | 4 | Mar 31, 2022 |
| A••••••• S• C• H•••••••• L•no longer reported | Private Equity Fund | $5,820 | 10 | Aug 17, 2015 |
| A••••••• R•••• H••••••• I••• L•no longer reported | Private Equity Fund | $1,626 | 1 | Nov 20, 2014 |
| A••••••• R•••• H•••••••• L•no longer reported | Private Equity Fund | $1,626 | 17 | Nov 20, 2014 |
| A••••••• R•••• H••••••• I•• L•no longer reported | Private Equity Fund | $1,626 | 13 | Nov 20, 2014 |
| A••••••• H••••••• I•• L• | Private Equity Fund | $0 | 1 | Nov 20, 2014 |
| A••••••• H••••••• V• L• | Private Equity Fund | $0 | 15 | Nov 20, 2014 |
| A••••••• W• H•••••••• L• | Private Equity Fund | $0 | 8 | Nov 20, 2014 |
| A••••••• H••••••• I••• L• | Private Equity Fund | $0 | 14 | Nov 20, 2014 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• S•••••••• H•••••••• · Chief Compliance Officercontrolsince 11/2024 · owns less than 5%
- S••••••••• S•••••• R••• · President, Managercontrolsince 11/2012 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Cape Town, South Africa6 employees
- New York, NY5 employees
- Berlin, Germany2 employees
What changed
consecutive filings, newest first
- Accounts · 26 to 18Oct 14, 2025 to Mar 31, 2026
- Advisory employees · 8 to 12Oct 14, 2025 to Mar 31, 2026
- Pooled vehicle clients · 26 to 18Oct 14, 2025 to Mar 31, 2026
- Employees · 17 to 18Oct 14, 2025 to Mar 31, 2026
- Private funds · 23 to 19Oct 14, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.3B to $1.6BOct 14, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.3B to $1.6BOct 14, 2025 to Mar 31, 2026
- RAUM · $1.3B to $1.6BOct 14, 2025 to Mar 31, 2026
- HQ city · GREENWICH to DARIENMar 31, 2025 to Oct 14, 2025
- Accounts · 23 to 26Dec 11, 2024 to Mar 31, 2025
- Pooled vehicle clients · 23 to 26Dec 11, 2024 to Mar 31, 2025
- Employees · 20 to 17Dec 11, 2024 to Mar 31, 2025
- Financial planning clients · unset to Dec 11, 2024 to Mar 31, 2025
- Private funds · 19 to 23Dec 11, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.2B to $1.3BDec 11, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.2B to $1.3BDec 11, 2024 to Mar 31, 2025
- RAUM · $1.2B to $1.3BDec 11, 2024 to Mar 31, 2025
- Other offices · 2 to 3Mar 29, 2024 to Dec 11, 2024
- Assets in custody · $1.5B to $0Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.5B to $1.2BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.5B to $1.2BMar 31, 2023 to Mar 29, 2024
- RAUM · $1.5B to $1.2BMar 31, 2023 to Mar 29, 2024
- Accounts · 22 to 23Nov 3, 2022 to Mar 31, 2023
- Advisory employees · 11 to 8Nov 3, 2022 to Mar 31, 2023
- Pooled vehicle clients · 22 to 23Nov 3, 2022 to Mar 31, 2023
- Assets in custody · $2.5B to $1.5BNov 3, 2022 to Mar 31, 2023
- Employees · 15 to 20Nov 3, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.5B to $1.5BNov 3, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.5B to $1.5BNov 3, 2022 to Mar 31, 2023
- RAUM · $2.5B to $1.5BNov 3, 2022 to Mar 31, 2023
- Other offices · 1 to 2Mar 31, 2022 to Jun 24, 2022
- Accounts · 21 to 22Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 21 to 22Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $1.3B to $2.5BMar 31, 2021 to Mar 31, 2022
- Employees · 12 to 15Mar 31, 2021 to Mar 31, 2022
- Other offices · 0 to 1Mar 31, 2021 to Mar 31, 2022
- Private funds · 18 to 19Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.3B to $2.5BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.3B to $2.5BMar 31, 2021 to Mar 31, 2022
- RAUM · $1.3B to $2.5BMar 31, 2021 to Mar 31, 2022
Signals
13 dated events
- A••••••• C•••••• G•••• L•• reported RAUM $1.6B, up 26% from $1.3B (2025-10-14 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Hassanali Saleemah Ahamed (Chief Compliance Officer) appeared on Schedule A of A••••••• C•••••• G•••• L••Dec 11, 2024 · Control person joined · fact
- Adam Geisler (Chief Compliance Officer And Chief Financial Officer) no longer on Schedule A of A••••••• C•••••• G•••• L•• (listed 2024-03-29, absent 2024-12-11)Dec 11, 2024 · Control person left · inference
- Minkyu Sean Park (Chief People Officer) no longer on Schedule A of A••••••• C•••••• G•••• L•• (listed 2023-03-31, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- A••••••• C•••••• G•••• L•• reported RAUM $1.5B, down 40% from $2.5B (2022-11-03 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Adam Geisler (Chief Compliance Officer) appeared on Schedule A of A••••••• C•••••• G•••• L••Aug 30, 2022 · Control person joined · fact
- Rastogi Neeta Singh (Chief Operating Officer / Chief Compliance Officer) no longer on Schedule A of A••••••• C•••••• G•••• L•• (listed 2022-03-31, absent 2022-06-24)Jun 24, 2022 · Control person left · inference
- Minkyu Sean Park (Chief Compliance Officer / Chief People Officer) appeared on Schedule A of A••••••• C•••••• G•••• L••Jun 24, 2022 · Control person joined · fact
- A••••••• C•••••• G•••• L•• reported RAUM $2.5B, up 103% from $1.3B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- A••••••• C•••••• G•••• L•• reported RAUM $1.3B, up 137% from $527.1M (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- A••••••• C•••••• G•••• L•• reported RAUM $527.1M, up 40% from $376.7M (2019-03-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- A••••••• C•••••• G•••• L•• reported RAUM $376.7M, up 44% from $261.2M (2018-06-28 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- A••••••• C•••••• G•••• L•• filed its initial SEC registration (Form ADV)Jun 28, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A••••••• C•••••• G•••• L•• · Independent Sponsorsshared crd · capital_provider
- A••••••• C•••••• G•••• L•• · Private Equityshared crd · organization
- A••••••• C•••••• G•••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/Activantreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-489-9080reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026